Amica Retiree Medical Trust’s UDR UDR Stock Holding History

Amica Retiree Medical Trust’s Portfolio UDR Stock Details UDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-3,965	Closed	-$174K	–	142
2021 Q1	$174K	Sell	3,965 -1,113	-22%	-$46K	0.12%	146
2020 Q4	$195K	Hold	5,078	–	–	0.14%	146
2020 Q3	$166K	Hold	5,078	–	–	0.13%	143
2020 Q2	$190K	Hold	5,078	–	–	0.15%	162
2020 Q1	$186K	Hold	5,078	–	–	0.17%	177
2019 Q4	$237K	Buy	+5,078	New	+$244K	0.18%	183
2019 Q2	–	Sell	-5,188	Closed	-$236K	–	397
2019 Q1	$236K	Hold	5,188	–	–	0.21%	148
2018 Q4	$206K	Buy	+5,188	New	+$210K	0.2%	150
2018 Q3	–	Sell	-2,631	Closed	-$99K	–	351
2018 Q2	$99K	Sell	2,631 -10,506	-80%	-$380K	0.09%	247
2018 Q1	$468K	Buy	13,137 +2,707	+26%	+$95.3K	0.41%	69
2017 Q4	$402K	Hold	10,430	–	–	0.3%	97
2017 Q3	$397K	Sell	10,430 -1,806	-15%	-$70K	0.31%	94
2017 Q2	$477K	Buy	+12,236	New	+$466K	0.39%	83
2014 Q3	–	Sell	-4,836	Closed	-$138K	–	389
2014 Q2	$138K	Hold	4,836	–	–	0.11%	204
2014 Q1	$125K	Hold	4,836	–	–	0.11%	209
2013 Q4	$113K	Buy	+4,836	New	+$116K	0.1%	218

Other funds holding UDR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Amica Retiree Medical Trust's UDR Position: Q2 2021 in Review

Amica Retiree Medical Trust sold out of UDR (UDR) in Q2 2021, closing a stake of 3,965 shares — an estimated $174K sold.

Amica Retiree Medical Trust first reported a position in UDR in Q4 2013 and held it in 16 quarters. The position peaked at $477K in Q2 2017. 432 funds tracked by Wall St. Rank hold UDR as of Q2 2021.

Amica Retiree Medical Trust reported no remaining UDR position as of Q2 2021 after selling out during the quarter.
Amica Retiree Medical Trust sold 3,965 UDR shares in Q2 2021, an estimated $174K.
Amica Retiree Medical Trust first reported a position in UDR in Q4 2013 and held it in 16 quarters.
Amica Retiree Medical Trust's UDR position peaked at $477K in Q2 2017.
432 funds tracked by Wall St. Rank held UDR as of Q2 2021.

Based on Amica Retiree Medical Trust's 13F filing for Q2 2021, filed 4 Aug 2021.